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Investment services in and around Horsham

Horsham, Choose State Farm For Help With Your Financial Goals

State Farm offers a variety of financial services products, including mutual funds, annuities and variable universal life.

Retirement and IRAs

Aside from dreaming about where to travel and the hobbies you'll finally have time for in retirement, another potential way you can anticipate that phase of life is by contributing to an Individual Retirement Account (IRA) with State Farm.

Investment Services

Are you looking to invest for retirement, establish an emergency fund, or plan for college expenses? State Farm agents are prepped to help you know where to start.

Education Savings Plans

Your agent Lisa Kozak can help walk you through the different elements of saving for college.

Estate Planning

Your goals may include things like providing for the disposition of a business at death, providing income to family members upon owner's death, providing for a special needs individual, and more. Preparation can help make these goals more attainable.

Annuities

Looking for a way to receive payments or regular income while retired? An annuity through State Farm may be the steady income stream you're looking for to help with some of the basic costs of living even after you quit working.

Business Retirement Plans

Among other important business considerations, offering retirement plans for employees is an important decision to think about.

You Have Financial Aspirations. Let Us Help!

We also offer Investments services in:
  • Horsham
  • Hatboro
  • Philadelphia
  • Glenside
  • Doylestown
  • Warrington
  • Warminster
  • Ambler
  • Willow Grove
  • Abington
  • Huntingdon Valley
  • Churchville
  • Richboro
  • New Hope
  • Perkasie
  • Lansdale
  • Montgomery County
  • Bucks County
Profile photo of a State Farm Agent named: Lisa Kozak

Lisa Kozak

State Farm® Insurance Agent

Office Address:
443 Easton Road
Horsham, PA 19044-2508
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Discover how State Farm can help you reach your financial goals

Let's work toward your financial dreams

Simple Insights®

How much money do you need to retire?

How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?

Simple Insights®

How much money do you need to retire?

How much money do you need to retire? Here are some things to consider when putting together your retirement saving plan.

When should you start spending retirement savings?

The age to start withdrawing from retirement accounts varies from person to person. What guidelines can you use to know when to start spending?